Want to work at the forefront of a fast-growing and award winning fintech company? With an incredible team and partners looking for innovative results, we’re rapidly growing and continue to add new asset classes to our offerings. We are on the lookout for smart and collaborative talent to join our team. As a cloud-based company, we are currently operating in a flexible and hybrid work model.

Job Description

As a cloud-based company, we are hiring smart and collaborative talent to research and implement state-of-the art analytics and expand the traditional portfolio solution to include risk managed products, such as structured investment, annuity, etc. We are looking for outstanding RIA Relationship Managers to join our New York-based team who can quickly grasp complex and fluid business problems.

What We’re Looking For

• Experience covering Registered Investment Advisors and/or custodians directly and knowledge of RIA custody market
• Highly motivated with drive, determination and enthusiasm to excel in an advisor facing execution role and drive commercial results in a new business line
• Attention to detail, time management and organizational skills
• Strong communication and interpersonal skills
• 6+ years of sales or relationship management, preferable in the RIA or custodian channel.
• Individuals looking to conduct strategic research, create business development plans and assess growth initiatives in a fast paced, team-oriented environment

We offer a competitive salary and benefits, the chance to work with a curated team of top-notch, highly creative talent, and a fun and agile work environment with many perks in New York City’s Hudson Yards district.

About SIMON

SIMON Markets is an award-winning fintech company that is committed to transforming the digital experience for financial professionals, enabling them to better serve their clients. SIMON’s intelligent and innovative platform delivers an end-to-end digital suite of tools to over 100,000 financial professionals, who serve $5 trillion in client assets, empowering them with on-demand education, an intuitive marketplace, real-time analytics, and lifecycle management.

With a focus on reshaping the advisor experience, SIMON is setting new industry standards, simplifying the complex, and delivering structured investment, annuity, and defined outcome ETF solutions to investment professionals, centralized within one unique ecosystem.

Originally incubated within Goldman Sachs, SIMON launched as an independently operating company in December 2018 under the shared ownership and direction of seven leading financial institutions—Barclays, Credit Suisse, Goldman Sachs, HSBC, J.P. Morgan, Prudential, and Wells Fargo. Growth equity firm WestCap became an investor in 2021. The company is headquartered in New York, NY, with an additional location in Birmingham, AL.